VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 302 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478 | -18.3% | 2,773 | -13.7% | 0.17% | -22.0% |
| Q2 2023 | $585 | -22.0% | 3,214 | -23.8% | 0.22% | -21.6% |
| Q1 2023 | $750 | +2.5% | 4,216 | -2.0% | 0.28% | -4.5% |
| Q4 2022 | $732 | -99.9% | 4,300 | +0.8% | 0.29% | -1.7% |
| Q3 2022 | $633,000 | -8.1% | 4,265 | -0.8% | 0.30% | 0.0% |
| Q2 2022 | $689,000 | -19.1% | 4,299 | -2.1% | 0.30% | -4.2% |
| Q1 2022 | $852,000 | +5.4% | 4,391 | +7.0% | 0.31% | +10.0% |
| Q4 2021 | $808,000 | +15.9% | 4,104 | +2.1% | 0.28% | +3.3% |
| Q3 2021 | $697,000 | +8.2% | 4,021 | +12.8% | 0.27% | +4.6% |
| Q2 2021 | $644,000 | – | 3,564 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 67,352 | $11,976,526 | 10.33% |
| M Financial Asset Management, Inc. | 8,126 | $1,445 | 5.12% |
| New Millennium Group LLC | 18,873 | $3,355,821 | 3.37% |
| Strengthening Families & Communities, LLC | 143,664 | $136,085 | 2.77% |
| Cavalier Investments, LLC | 28,837 | $5,127,795 | 2.10% |
| Beacon Capital Management, Inc. | 297,448 | $52,892,266 | 1.86% |
| Tranquilli Financial Advisor LLC | 10,889 | $1,936,282 | 1.45% |
| Vickerman Investment Advisors, Inc. | 20,365 | $3,621,233 | 1.43% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 14,352 | $2,552,073 | 1.43% |
| EP Wealth Advisors, LLC | 298,048 | $67,197,913 | 1.16% |